Latest Institutional Transactions on Global X Fds Fintech ETF (De) (FINX)
This table provides information on the latest institutional transactions involving Global X Fds Fintech ETF (De) (FINX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
212New |
$5.03K - $5.91K
|
212
$7.21K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
85New |
$2.02K - $2.37K
|
85
$2.89K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
18.8KNew |
$342K - $490K
|
18.8K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-475Closed |
$8.64K - $12.4K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
437New |
$7.95K - $11.4K
|
437
$14.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-576- 43.44% |
$10.5K - $15K
|
750
$25.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-9.22K- 18.1% |
$168K - $240K
|
41.7K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-500- 8.17% |
$9.1K - $13K
|
5.62K
$191K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
200New |
$3.64K - $5.22K
|
200
$6.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.84K- 33.37% |
$143K - $204K
|
15.7K
$532K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.51K- 10.21% |
$27.4K - $39.3K
|
13.2K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
29New |
$528 - $756
|
29
$986
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-546- 16.55% |
$9.93K - $14.2K
|
2.75K
$93.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
8.4KNew |
$153K - $219K
|
8.4K
$286K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
489New |
$8.89K - $12.8K
|
489
$16.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 50.0% |
$182 - $261
|
30
$1.02K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
61+ 92.42% |
$1.11K - $1.59K
|
127
$4.32K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-30.2K- 48.85% |
$550K - $788K
|
31.6K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
29.6KNew |
$538K - $772K
|
29.6K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
530New |
$9.64K - $13.8K
|
530
$18K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
155New |
$2.82K - $4.04K
|
155
$5.27K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
8.13KNew |
$148K - $212K
|
8.13K
$276K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
200+ 200.0% |
$3.64K - $5.22K
|
300
$10.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
41.8KNew |
$760K - $1.09M
|
41.8K
$1.42M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
125New |
$2.27K - $3.26K
|
125
$4.25K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-217- 30.01% |
$4.28K - $5.36K
|
506
$17.2K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.2K- 97.22% |
$222K - $278K
|
321
$10.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11.1KNew |
$219K - $274K
|
11.1K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10.8KNew |
$213K - $268K
|
10.8K
$368K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-752- 75.2% |
$14.8K - $18.6K
|
248
$8.43K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
200+ 555.56% |
$3.94K - $4.94K
|
236
$8.02K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10.8KNew |
$213K - $267K
|
10.8K
$367K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-497- 68.74% |
$9.8K - $12.3K
|
226
$7.68K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
594+ 116.7% |
$11.7K - $14.7K
|
1.1K
$37.5K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.21% |
$39.4 - $49.4
|
944
$32.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
85New |
$1.68K - $2.1K
|
85
$2.89K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12New |
$237 - $297
|
12
$408
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-2.46K- 20.77% |
$48.9K - $54.2K
|
9.37K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.87K- 98.32% |
$117K - $130K
|
100
$3.4K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
84.6KNew |
$1.68M - $1.87M
|
84.6K
$2.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.94K+ 23.8% |
$58.5K - $64.9K
|
15.3K
$520K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
242New |
$4.82K - $5.34K
|
242
$8.23K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
160New |
$3.18K - $3.53K
|
160
$5.44K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-52- 27.81% |
$1.03K - $1.15K
|
135
$4.59K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.03KNew |
$40.4K - $44.8K
|
2.03K
$69K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-106- 67.09% |
$2.11K - $2.34K
|
52
$1.77K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
80New |
$1.59K - $1.77K
|
80
$2.72K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
7New |
$139 - $154
|
7
$238
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.06KNew |
$41K - $45.5K
|
2.06K
$70.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
17New |
$338 - $375
|
17
$578
|
|